Babcock & Wilcox
110 hedge funds and large institutions have $614M invested in Babcock & Wilcox in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 16 closing their positions.
314% more call options, than puts
Call options by funds: $9.02M | Put options by funds: $2.18M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more capital invested
Capital invested by funds: $429M → $614M (+$186M)
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
18% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 33
5% more funds holding
Funds holding: 105 → 110 (+5)
1.1% more ownership
Funds ownership: 77.9% → 79% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.7M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$4.31M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$3.16M |
| 4 |
D.E. Shaw & Co
New York
|
+$2.46M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$25.9M |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$18M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
-$3.57M |
| 4 |
Two Sigma Investments
New York
|
-$2.5M |
| 5 |
BlackRock
New York
|
-$1.5M |
BW Hedge Fund Activity: Q4 2021 in Review
110 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q4 2021, worth a combined $614M — up 43% from $429M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BW positions and 16 closed out — a net gain of 5 holders — while 39 added to existing stakes and 33 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $15.7M. The largest seller was Wells Fargo, cutting an estimated $25.9M.
- 110 institutional investors held Babcock & Wilcox (BW) as of Q4 2021, up from 105 in Q3 2021.
- Funds reported $614M of Babcock & Wilcox stock for Q4 2021, up 43% quarter-over-quarter.
- 21 funds opened new Babcock & Wilcox positions in Q4 2021 and 16 closed out, a net change of +5 holders.
- The largest Babcock & Wilcox buyer in Q4 2021 was Fidelity Investments, an estimated $15.7M added.
- The largest Babcock & Wilcox seller in Q4 2021 was Wells Fargo, an estimated $25.9M sold.
Based on aggregated 13F filings for Q4 2021.